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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$5.96M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$8.97M
3
American Century Companies
3
American Century Companies
Missouri
$8.3M
4
RA
4
Royce & Associates
New York
$5.77M
5
Invesco
5
Invesco
Georgia
$2.22M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.58M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$27.5M
4
BlackRock
4
BlackRock
New York
$70.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$70.5M 3,387,142 -106,572 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$55.3M 2,654,624 +10,215 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.2M 1,977,337 +20,252 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.7M 1,571,213 +19,307 +1%
Pzena Investment Management
5
Pzena Investment Management
New York
$27.5M 1,318,891 -140,030 -10%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.9M 1,197,950 +16 +0%
State Street
7
State Street
Massachusetts
$19M 911,205 +23,251 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.7M 660,189 -10,900 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.5M 648,914 +789 +0.1%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$8.97M 430,800 +127,600 +42%
UF
11
Univest Financial
Pennsylvania
$8.44M 405,491 -29,673 -7%
AQR Capital Management
12
AQR Capital Management
Connecticut
$8.4M 403,391 +26,014 +7%
American Century Companies
13
American Century Companies
Missouri
$8.3M 398,490 +77,007 +24%
LI
14
Leeward Investments
Massachusetts
$7.98M 383,392 -16,460 -4%
Northern Trust
15
Northern Trust
Illinois
$7.14M 342,724 -23,494 -6%
ECA
16
Endeavour Capital Advisors
Connecticut
$5.96M 286,439 +209,673 +273%
Charles Schwab
17
Charles Schwab
California
$5.86M 281,524 -21,807 -7%
RA
18
Royce & Associates
New York
$5.77M 277,292 +69,451 +33%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$5.01M 240,416 +4,875 +2%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$4.83M 232,139 -959 -0.4%
Morgan Stanley
21
Morgan Stanley
New York
$4.58M 220,128 -329,634 -60%
BCM
22
Bridgeway Capital Management
Texas
$4.49M 215,880 +6,125 +3%
Goldman Sachs
23
Goldman Sachs
New York
$4.45M 213,733 -1,392 -0.6%
Ameriprise
24
Ameriprise
Minnesota
$3.88M 186,307 +7,956 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.49M 167,391 -10,943 -6%
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